ADVISER MOVES

Gerta Likrama's Morgan Stanley affiliation was added; 2,362 affiliation changes

Gerta Likrama's registration listed an added Morgan Stanley affiliation in an observation on October 31. Across October 30–November 1, the count was 2,362 affiliation changes—not verified job moves.

By Daniel Mercer··1 min read

Gerta Likrama's registration observation on October 31 listed an added affiliation with Morgan Stanley, with a Naples, Florida, branch location. Added, updated and removed entries count registration affiliation records; they do not establish hiring, departure or a change in employment.

Across October 30 through November 1, the complete roster counted 2,362 affiliation changes. The total covers affiliation records, not verified adviser job moves.

The total comprised 542 added, 1,657 updated and 163 removed affiliation records. For example, a registration observation for Stephen Calabrese on October 31 no longer listed his affiliation with Wells Fargo Advisors Financial Network, LLC. That observation does not establish that he left the firm or show his current employment status.

Adviser affiliation records

The appendix lists all 2,362 affiliation records from 10/30/2026 through 11/01/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 901–925 of 2362. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jacob K. Brown793052110/31/2026updated
Jacob M. Wise783891310/30/2026updated
Jacob Needle817968210/30/2026updated
Jacob R. Zimmer816458310/31/2026added
Jacob S. Barnes607981210/30/2026updated
Jacob Shaw821741710/31/2026added
Jacob T. McQuarrie836091910/31/2026added
Jacob W. Gray830956410/31/2026added
Jacob Wakoff746800110/31/2026updated
Jacqueline K. Cantu805835310/30/2026updated
Jacqueline K. Cantu805835310/31/2026updated
Jacqueline M. Thiele266359610/30/2026updated
Jacqueline Schmidt186375310/30/2026updated
Jacquelyn E. Glenn226086310/30/2026updated
Jade A. Smith822703510/31/2026updated
Jaden A. Enbysk802888410/30/2026updated
Jaden Mullen776956210/31/2026updated
Jaime M. Villalovos412911510/31/2026updated
Jaime Manzo608886210/30/2026updated
Jake A. Dilaura821033410/30/2026updated
Jake Burton709914010/30/2026updated
Jake Coss799347410/30/2026updated
Jake Strachan814110310/31/2026added
Jake Wayne790919010/30/2026updated
Jalil I. Jackson729963410/30/2026updated

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